Send contracts and request form responses in Copilot when a client activates their account

Create contracts and request form responses when clients activate their accounts in Copilot. This ensures faster onboarding and improves client engagement by promptly gathering necessary information.

Send contracts and request form responses in Copilot when a client activates their account

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Overview

Create contracts and request form responses when clients activate their accounts in Copilot. This ensures faster onboarding and improves client engagement by promptly gathering necessary information.

Send contracts and request form responses in Copilot when a client activates their account